Organizing Your Projects within ArcSite

A common question asked is, “How can/should I organize my work in ArcSite.”

While there are different ways folks want to store their work; whether by time frame, client, geographical location and/or some combination therein, the commonality is that there is always some logical hierarchy that will meet the customers need.

However one of our overarching goals is to ensure that the tool is as easy to use as possible. For that reason, we have intentionally created a flat two-level hierarchy.

 

Level 1 - Project Name

              Level 2 - Drawing/Plan/Photo name

 

This is done to simplify the experience for the person using the app to do his work. For them, there is no need to go in and out of a deep hierarchy of folders/levels to find what he is looking for.

In addition, the end user can use a number of tools (Search, Sort, and Filter) to further simplify his search.

Managing Environment / Hierarchy from the Office

The ability to make the end user experience as easy as possible does not, however, remove the need to have a hierarchy.

There are several aspects of managing the ArcSite environment to ensure an adequate hierarchy while also enable ease of use in the field.

Using Tags - With tagging, you can define and use a set of tags which in turn allows everyone to filter in or out specific work. Whether you define and/or use these tags on the ArcSite User Site or from within the app, you can quickly show or hide only the work you are interested in.

Using Access Control to limit who can see what work and what type of access they have.

Archiving Projects - By archiving a project, you are enabling both the User Site and app users to hide any projects that are not in active use. However, these projects can be easily returned to the active view with a simple toggle of this filter.

Have more questions? Submit a request

Comments